Microsoft Project is a project and portfolio management solution that enables you to develop schedules, assign resources, and track progress.

Within Microsoft Project, you can import and export projects using the Microsoft Project add-in.

Note: The Microsoft Project add-in is available on the per-user Premium/Grow plans and above, as well as certain legacy plans. It is only available for Windows.

To use the Microsoft Project add-in, you will first need to install the Teamwork MS Office integration.


Importing a project to MS Project
 
In Microsoft Project, Select Import from Teamwork from the Teamwork ribbon and chose your project from the project dropdown menu.
 
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You will also have the option to include completed tasks. 

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Once complete, your tasks will be imported into Microsoft Project. 


Exporting an existing project from MS Project to Teamwork

Select Export to Teamwork from the Teamwork ribbon. 

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You can choose to export an existing project via the project dropdown menu.

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After you selected the project you would like to use, you have three options on how to add your tasks to that project:
 
  • Add tasks to this existing task list  will add all your tasks below the selected task list
  • Use first level tasks as task lists - will add all your tasks on the first level as task lists
  • Add a new task list - will add a new task list with the MS Project filename or project name
 

Exporting a new project from MS Project to Teamwork

Select Export to Teamwork from the Teamwork ribbon. 



To create a new project, choose New Project to the right of the Project field. 

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If you want to create a new project you need to make a few basic settings first. Give your Project a Name, chose start and end dates and the company the project is for. You also have the option to upload the document you are currently working on to your project. 



Further options include: 

  • People - Add users to your project
  • Category - Choose a project category 
  • Tag(s) - Add Tag(s) to your project 

Click Add Project to create your new project. You can then select this project from the Project selection dropdown menu. 
 

Updating an existing project

Once you have imported or exported a project, you will connected to that project via MS Project. If you make changes in MS Project, you can update your project in Teamwork via the Update project option on the Teamwork ribbon. 
 
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Disconnecting a Project 
 
Before disconnecting, please save your MS Project file as we need to save the references to Teamwork. 
 
To open your currently connected project in Teamwork, select the Teamwork Project icon Connected to Project: This will open the project in a new browser tab. 
 
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To disconnect, select Disconnect Project from the Teamwork ribbon. 

You will need to confirm your disconnect, as the ability to push further changes to Teamwork will not be possible once removed. 

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Column Mapping

When importing or exporting data from MS Project to Teamwork, we need to assign columns in MS Project to values in Teamwork. 
If you want to know where each value of your task goes to or what columns we are able to import, have a look at the list below:
 
 
Column in MS Project
Value in Teamwork
Comment
Project
FileName // Project Name
Name
 
Project Settings → Start
Start Date
 
Project Settings → Finish
End Date
 
Project Settings → Description
Description
 
Task List
*When setting first level tasks as task list
Task Name
Name
 
Task Notes 
Description
   
Tasks
Task Name
Name
 
Task Notes
Description
 
Task Start
Start Date
Also sets Baseline Start when importing
Task Finish
Due Date
Also sets Baseline Finish when importing
Predecessors
Predecessors
 
Physical % Complete
Completed tasks
  Show completed tasks
% Work Completed
Progress
 
Work
Estimation
This depends on your Length of Day setting in Localization. (Length of Day * amount of days set in the Work Column on Microsoft Project)
Text1 
Tags
Add comma seperated tags
WBS
*
WBS will be prepended to Name if chosen in options
Text20
TaskID
Text20 will contain task ID after task was created
Assigned Resources
Assignments
*see Resources
Task Hyperlink
*
Will contain a link to the task after import
Resources
Name
Display Name
 
Email-Address
User Name
 
 
Email Address
 
Default Rate
Default Rate
 
 
For more information, see: Integration options